| FWL Investment Management, LLC | 119 | $14.1K | 0.01% | +119 | New |
| Desjardins Global Asset Management Inc. | 118 | $13.9K | 0.00% | +2+1.7% | Added |
| Concord Wealth Partners | 115 | $13.6K | 0.00% | −2,286−95.2% | Reduced |
| Clear Street Markets LLC | 100 | $12.0K | 0.00% | +100 | New |
| Tortoise Investment Management, LLC | 100 | $11.8K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 94 | $11.1K | 0.00% | −17−15.3% | Reduced |
| SRS Capital Advisors, Inc. | 93 | $11.0K | 0.00% | +22+31.0% | Added |
| Capstone Investment Advisors, LLC | 91 | $10.7K | 0.00% | −14−13.3% | Reduced |
| Planning Capital Management Corp | 70 | $8.32K | 0.01% | +70 | New |
| Paloma Partners Management Co | 70 | $8.27K | 0.00% | +34+94.4% | Added |
| Trust Co of Vermont | 68 | $8.03K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 65 | $7.68K | 0.00% | +3+4.8% | Added |
| Versant Capital Management, Inc | 65 | $7.68K | 0.00% | +6+10.2% | Added |
| Spectrum Wealth Counsel, LLC | 65 | $7.68K | 0.00% | +65 | New |
| Valued Wealth Advisors LLC | 70 | $7.54K | 0.01% | +70 | New |
| Private Trust Co NA | 62 | $7.32K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 61 | $7.21K | 0.00% | 00.0% | Unchanged |
| City State Bank | 59 | $7.00K | 0.00% | +59 | New |
| Whittier Trust Co of Nevada Inc | 53 | $6.26K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 52 | $6.14K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 51 | $6.02K | 0.00% | +51 | New |
| Barrett & Company, Inc. | 50 | $5.91K | 0.00% | +50 | New |
| DiNuzzo Private Wealth, Inc. | 47 | $5.55K | 0.00% | +47 | New |
| Brown Brothers Harriman & Co | 45 | $5.32K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 43 | $5.08K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 41 | $4.84K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 40 | $4.73K | 0.00% | +40 | New |
| Estabrook Capital Management | 40 | $4.72K | 0.00% | −15−27.3% | Reduced |
| Zions Bancorporation, N.A. | 40 | $4.72K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 37 | $4.39K | 0.00% | +37 | New |
| Abich Financial Wealth Management LLC | 37 | $4.37K | 0.00% | +37 | New |
| Bruce G. Allen Investments, LLC | 36 | $4.25K | 0.00% | +36 | New |
| Pin Oak Investment Advisors Inc | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 33 | $3.90K | 0.00% | +31+1,550.0% | Added |
| Raleigh Capital Management Inc. | 25 | $2.95K | 0.00% | +25 | New |
| Moisand Fitzgerald Tamayo, LLC | 23 | $2.72K | 0.00% | 00.0% | Unchanged |
| Motco | 23 | $2.72K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 23 | $2.72K | 0.00% | +23 | New |
| Bokf, NA | 22 | $2.60K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 20 | $2.36K | 0.00% | +20 | New |
| Johnson Financial Group, Inc. | 17 | $2.02K | 0.00% | +17 | New |
| Park Place Capital Corp | 17 | $2.01K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 14 | $2.00K | 0.00% | −1−6.7% | Reduced |
| Wetzel Investment Advisors, Inc. | 14 | $2.00K | 0.00% | +14 | New |
| Venturi Wealth Management, LLC | 14 | $1.65K | 0.00% | +4+40.0% | Added |
| ClariVest Asset Management LLC | 13 | $1.53K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 13 | $1.53K | 0.00% | +13 | New |
| Dunhill Financial, LLC | 12 | $1.46K | 0.00% | +12 | New |
| Lee Financial Co | 12 | $1.42K | 0.00% | −24−66.7% | Reduced |
| Tfo-TDC, LLC | 12 | $1.42K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 11 | $1.34K | 0.00% | −620−98.3% | Reduced |
| Sound Income Strategies, LLC | 10 | $1.18K | 0.00% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 10 | $1.18K | 0.00% | +10 | New |
| Semmax Financial Advisors Inc. | 9 | $1.07K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 9 | $1.06K | 0.00% | +9 | New |
| Transamerica Financial Advisors, Inc. | 4 | $1.00K | 0.00% | −20−83.3% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $1.00K | 0.00% | +4+66.7% | Added |
| Pineridge Advisors LLC | 7 | $827 | 0.00% | +7 | New |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $763 | 0.00% | +6 | New |
| True Wealth Design, LLC | 6 | $709 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $591 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 3 | $355 | 0.00% | +3 | New |
| Retirement Group, LLC | 3 | $354 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3 | $354 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | New |
| TSFG, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −253,936−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −106,519−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −50,923−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −43,554−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −42,441−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −30,051−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −29,842−100.0% | Sold out |
| Thomist Capital Management, LP | 0 | $0 | 0.00% | −18,802−100.0% | Sold out |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −10,525−100.0% | Sold out |
| Blackhawk Capital Partners LLC. | 0 | $0 | 0.00% | −8,908−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −8,767−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −8,422−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −7,669−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −6,522−100.0% | Sold out |
| TriaGen Wealth Management LLC | 0 | $0 | 0.00% | −6,221−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −4,596−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −4,572−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −4,510−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −4,434−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −3,617−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −3,372−100.0% | Sold out |
| Perpetual Ltd | 0 | $0 | 0.00% | −3,028−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −3,004−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −2,811−100.0% | Sold out |
| Meiji Yasuda Life Insurance Co | 0 | $0 | 0.00% | −2,770−100.0% | Sold out |
| Busey Wealth Management | 0 | $0 | 0.00% | −2,476−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −2,276−100.0% | Sold out |
| River Wealth Advisors LLC | 0 | $0 | 0.00% | −2,269−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −2,230−100.0% | Sold out |
| Concord Asset Management, LLC | 0 | $0 | 0.00% | −2,174−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −2,090−100.0% | Sold out |
